Adviser-Hub articles

Article-Chart-05-smll2024 Market Updates

Global updates: Rising rates and shifting risks

The US and Iran finally agreed a ceasefire in June, allowing the Strait of Hormuz to reopen, and the oil price subsided to pre-war levels.

Adviser-Hub 9th Jul 2026

Article-Direction-05-smll2024 Market Updates

UK market updates: Fresh political upheaval for the UK

Iran and the US reached a deal during June that allowed the Strait of Hormuz to reopen to commercial shipping. Following the announcement, the price of Brent crude oil fell to US$72.92 per barrel b...

Adviser-Hub 9th Jul 2026

Article-Global-04-smll2024 Market Updates

Market briefings looking back at June

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 9th Jul 2026

nione_rethinking020726 Partner Zone

Rethinking value investing

A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

Ninety One 8th Jul 2026

nione_IPO080726-1 Partner Zone

The US$1.75 trillion question: an IPO that could change everything

With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets and investors...

Ninety One 8th Jul 2026

website-holding_gopuff_s4ep3 VIDEO

Baillie Gifford | Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

LAWRENCE BURNS MI VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk. 

Baillie Gifford 7th Jul 2026

Tom Slater MI VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk. 

Baillie Gifford 7th Jul 2026

website-holding_gopuff_s4ep3 Partner Zone

Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

LAWRENCE BURNS MI_pp Partner Zone

Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk. 

Baillie Gifford 7th Jul 2026

Tom Slater MI_pp Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk. 

Baillie Gifford 7th Jul 2026

bg_upfront15030726vid VIDEO

Baillie Gifford | Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

bg_upfront15030726pp Partner Zone

Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

fil_now030726 Partner Zone

Why now is the time to revisit the case for US smaller companies

With valuations at historical lows and several fundamental factors creating a more supportive environment for US small-caps, Fidelity believes now could be an opportune time to revisit the case for...

Fidelity International 3rd Jul 2026

fil_rethink030726 Partner Zone

Rethinking income in changing markets

Fidelity addresses five common misconceptions about income – and discusses how an active approach can deliver for income-seeking investors across equities, credit and multi-asset.

Fidelity International 3rd Jul 2026

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